CVRT vs VIG

ACVRT

BVIG

Measures won2–3VIG wins · of 6 · 5Y

$10,000 · 5Y$17,005VIG

Lowest cost0.04%VIG · $4 on $10k

Most income1.80%CVRT · $180 on $10k

Smallest drop−7.9%VIG · worst fall in 1Y

Held in common0.2%CVRT and VIG

CVRT

VIG

Calamos Convertible Equity Alternative ETF · $36MVanguard Dividend Appreciation ETF · $109B

+24.9%3 years · per year$19,499 · $17,533+20.6%

[…]5 years · per year[…] · $17,005+11.2%

0.69%Expense ratio$69 · $4 on $10k · lower wins0.04%

1.80%12-mo yield$180 · $144 on $10k1.44%

−21.6%Worst dropSmaller wins−7.9%

24.8%VolatilityLower wins10.2%

2–3VIG wins

$10,000 · 5 yearsOne scale

Shared top holdingsCVRT · VIG

1.5%MCHP0.2%

Held in common0.2%

End-of-day Nov 4, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk		0.69%	1.80%	−0.2%	+12.7%	+11.3%	+24.9%	new	−21.6%	$36M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Both

5Y2 funds

#			Trend
1	BVIG	Vanguard Dividend Appreciation ETFRead Desk		0.04%	1.44%	+2.1%	+16.4%	+18.9%	+20.6%	+11.2%	−7.9%	$109.1B
2	ACVRT	Calamos Convertible Equity Alternative ETFRead Desk		0.69%	1.80%	−0.2%	+12.7%	+11.3%	+24.9%	new	−21.6%	$36M

End-of-day Nov 4, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

CVRT vs VIG

CVRT

Calamos Convertible Equity Alternative

[…]

VIG

Vanguard Dividend Appreciation

$17,005

MeasureCVRTVIG

Fee0.69%0.04%

Cost on $10k a year$69$4

Yield1.80%1.44%

5 years, per year[…]+11.2%

3 years, per year+24.9%+20.6%

Worst drop · 1Y−21.6%−7.9%

Volatility · 1Y24.8%10.2%

3–2measures won
VIG first

0.2%

holdings shared

Nov 4, 2026 · $10,000 five years ago, dividends reinvested

SCHD vs VIG

YTD

SchwabSCHD

+35.3%

VIGVanguard

+16.4%

+35.3%Year to date+16.4%

2.9%Yield1.4%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 4, 2026

DGRO vs VIG

YTD

iSharesDGRO

+20.6%

VIGVanguard

+16.4%

+20.6%Year to date+16.4%

1.8%Yield1.4%

$46.1BAssets$109B

2–0DGRO wins

End-of-day Nov 4, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+8.8%

+8.5%Year to date+8.8%

12.2%Yield7.8%

$42.1BAssets$46.1B

1–1level

End-of-day Nov 4, 2026

Overlap: CVRT, VIG

Today

0.2%most shared, CVRT and VIG

CVRTVIG

CVRT—0.2%

VIG0.2%—

End-of-day Nov 4, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$140most kept, VIG

VIG$144 − $4 = $140

CVRT$180 − $69 = $111

KeptFee

End-of-day Nov 4, 2026 · yield in dollars minus the fee